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Financial Planning Administrator

Posted 7 February by HighPoint Ended

Our client is looking for a Finance Administrator to assist their advisors with their high network clients. This role is offering long term development for a candidate looking to develop a career in financial planning.

As the Finance Administrator your tasks will include but are not be limited to:

  • Assisting with meeting preparation, new client packs and agendas etc.
  • Preparing documentation for clients’ financial planning review meetings.
  • Liaising with clients for new business information.
  • Liaising with product providers (e.g. for valuations, trusts, product terms.)
  • Uploading new business information and checking and updating existing files.
  • Creating investment review documents.
  • Supporting investment proposition through research.
  • Monitoring models, tracking errors etc.
  • Supporting investment implementation
  • Account fee checks, quarterly adviser fee spreadsheet etc.

The ideal Finance Administrator will:

  • Have either 1 to 2 years investment administration or financial services experience, or be a graduate with a relevant degree.
  • Have a passion to work in the financial services sector and have strong coordination and organisational skills.
  • Be confident providing customer service with strong written and verbal communication skills, articulate, numerate, analytical, and able to work under pressure and manage priorities.
  • Have Strong Excel including Pivot Tables and V-lookups.
  • Be ambitious and look to complete CII or diploma level qualifications.

Full training and support will be provided with a view to develop the role further.

Thank you for your application however due to the high volume of candidates applying, if you have not heard back from us within 5 days please assume that you have not been successful on this occasion.

Required skills

  • Communication Skills
  • Customer Service
  • Finance
  • Financial Services
  • Pivot Tables

Reference: 34414239

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